Axis Income Plus Arbitrage Passive FOF Fund

Axis Income Plus Arbitrage Passive FOF Fund

Hybrid

Axis Mutual Fund

Fund Of Funds

Get the latest NAV of Axis Income Plus Arbitrage Passive FOF Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹10.19

▼-0.1%1D

NAV as on 12 Mar 2026

1.88%/per year

Since Inception

Absolute Gain%

▲▼

191 people have invested ₹ 12.8L in Axis Income Plus Arbitrage Passive FOF Fund in the last three months

Axis Income Plus Arbitrage Passive FOF Fund Performance vs. Fund of Funds Index

Fund returns vs Benchmark returns vs Category Average returns as on (12-Mar-26)

The fund has underperformed the benchmark (Fund of Funds Index) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
0.43%
1.46%
--
--
--
--
Fund of Funds Index
-3.81%
-4.41%
-3.87%
5.19%
10.68%
8.86%
Fund Of Funds Avg
--
--
--
--
--
--
Best in Fund Of Funds
0.69%
4.63%
10.39%
23.89%
21.87%
18.07%
Worst in Fund Of Funds
-16.28%
-21.59%
-23.43%
6.48%
7.66%
6.27%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Axis Income Plus Arbitrage Passive FOF Fund
-
109Cr
0.02%
-
-
--
--
--
--
--
Bandhan Income Plus Arbitrage Active FOF Fund
1/15
1,614Cr
0.04%
6.93%
7.63%
--
--
1.16
2.31
--
HDFC Multi Asset Active FoF Fund
3/15
5,801Cr
0.07%
14.45%
16.83%
--
--
2.02
4.84
--
HDFC Income Plus Arbitrage Active FOF Fund
4/15
2,346Cr
0.07%
7.95%
12.86%
--
--
1.09
1.88
--
See all

Axis Income Plus Arbitrage Passive FOF Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Axis Income Plus Arbitrage Passive FOF Fund Asset Allocation

See fund asset allocation details as on (14-Feb-26)

Fund Distribution

as on (14-Feb-26)

AAA
100%

Axis Income Plus Arbitrage Passive FOF Fund Sector Allocation

See fund sector allocation details as on (14-Feb-26)

Sector Allocation

Axis Income Plus Arbitrage Passive FOF Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
Axis CRISILIBXAAANBFCIdxJun2027DirGr
61.34%
4.4%
Axis Arbitrage Dir Gr
38.09%
0%

Axis Income Plus Arbitrage Passive FOF Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.02%
Benchmark
Nifty Short Duration Debt Index PR INR
AUM₹109 Cr
Inception Date12 November, 2025
Min Lumpsum/SIP₹100/₹100
Exit Load0%
Lock InNo Lock-in
TurnOver
0%
Risk
Risk meter
pointer
Low to Moderate Risk

About Axis Income Plus Arbitrage Passive FOF Fund

Axis Income Plus Arbitrage Passive FOF Fund is a hybrid fund. This fund was started on 12 November, 2025. The fund is managed by Devang Shah, Hardik Satra, Aditya Pagaria, Karthik Kumar. This fund gives you the benefit of diversification.

Key Parameters

  1. Axis Income Plus Arbitrage Passive FOF Fund has ₹109 Cr worth of assets under management (AUM) as on Feb 2026 and is more than category average.
  2. The fund has an expense ratio 0.

Returns

Axis Income Plus Arbitrage Passive FOF Fund has given a CAGR return of 1.88% since inception.

Holdings

Axis Income Plus Arbitrage Passive FOF Fund has allocated its funds majorly in Corporate, Cash Equivalent, Financial Services, Consumer Cyclical, Basic Materials, Industrial, Health, Consumer Defensive, Energy, Communication, Real Estate, Tech, Utilities, Government.

Taxation

As it is a fund of funds mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of Axis Income Plus Arbitrage Passive FOF Fund

To generate optimal returns over medium term by investing in passive debt oriented mutual fund schemes and arbitrage funds.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Axis Income Plus Arbitrage Passive FOF Fund has no lock in period.

Fund Manager

Devang Shah

Fund Manager of Axis Income Plus Arbitrage Passive FOF Fund, since 12 November 2025

Hardik Satra

Fund Manager of Axis Income Plus Arbitrage Passive FOF Fund, since 12 November 2025

Aditya Pagaria

Fund Manager of Axis Income Plus Arbitrage Passive FOF Fund, since 12 November 2025

Karthik Kumar

Fund Manager of Axis Income Plus Arbitrage Passive FOF Fund, since 12 November 2025

Learn more about Axis Mutual Fund

Frequently Asked Questions for Axis Income Plus Arbitrage Passive FOF Fund

How do I invest in Axis Income Plus Arbitrage Passive FOF Fund?

INDmoney makes it simple to invest in the Axis Income Plus Arbitrage Passive FOF Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Axis Income Plus Arbitrage Passive FOF Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Axis Income Plus Arbitrage Passive FOF Fund?

The NAV of the fund today is ₹10.19. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

Who is the fund manager of Axis Income Plus Arbitrage Passive FOF Fund?

The fund managers are Devang Shah, Hardik Satra, Aditya Pagaria, Karthik Kumar.

What is the expense ratio of the fund?

The expense ratio is 0.02%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹109 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Axis Income Plus Arbitrage Passive FOF Fund?

The top 3 holdings of the fund are Axis CRISILIBXAAANBFCIdxJun2027DirGr(61.34%), Axis Arbitrage Dir Gr(38.09%)